Customers Love Our Software!

Customer Testimonials

​I came across your financial planning software after years of frustration working with financial planners. Those programs are worse than useless. But your software is amazing! It’s easy to use and so rational/clear in how it is designed – obviously designed by an economist! I love that the program tells you what you can spend. So simple. I feel like we finally have our arms around retirement planning.

Emily Gilde
Chief Actuary, Ethos

MaxiFi Planner is a powerful tool that projects a consistent discretionary spending budget, even with inconsistent income. This really helps my clients see how to transition to retirement, and with confidence. It’s very robust and accounts for Social Security, taxes, retirement account withdrawals, real estate, and much more. The staff is very knowledgeable and always responsive. Outstanding product.

Julie Price
Financial Planner, Juniper Investments & Financial Planning, A Member of Advisory Services Network, LLC. User since 2013

I love MaxiFi! Having the ability to run limitless scenarios minimizes the guesswork of long-term planning.

Harvey Johnson
Senior Manager Cyber Engineering, Woodbridge,Virginia

MaxiFi is obviously very thorough and considers many variables simultaneously. Given how complex things have become (taxes, investments, etc.), having a tool like this is indispensable.

Michelle Prengle
CPA, temporarily residing in Japan

I find MaxiFi Planner to be extremely helpful. It enables me to input a great level of detail regarding our current situation, and is then easy to use in generating very valuable and insightful future scenarios. And you keep it current with respect new laws, and providing upgraded features. Keep up the great work!

Bob M., PhD
Retired Mathematician, New Orleans, LA

I needed to quickly find and use some cash-based financial planning software to make a major financial decision. After checking around, I settled on trying ESPlanner or MaxiFi. I tried MaxiFi. Great software tool and great support, even on the weekends. Now I see why you have the great testimonials on your website.

E. Bauman
Research Manager, Walnut Creek, CA

Thank you so much for your fantastic support and prompt replies. I think your product is phenomenal and has given me peace of mind in my look into the future for my retirement. I have already recommended it to several others.

Michael S., MD
Physician, Los Angeles, CA

I have run four scenarios since I purchased MaxiFi one week ago and the program is very impressive. It is pretty easy to use, allows a lot of tailoring of inputs, gives good help tips and has calculating power above and beyond what I will ever put together.

Michael B.
Retiree, Silver Spring, MD

MaxiFi Planner is a simple and elegant solution for financial advisors seeking to advise clients or for unadvised investors looking to optimize their own plan.

Gil Weinreich
Seeking Alpha

I finally got around to running my first plan on MaxiFi. You guys have done an outstanding job! The browser interface is easy-to-use and flexible, greatly simplifying data entry. The explanatory notes throughout are very useful as are the maximization functions with flexible assumptions. I’ve spent many hours over the years satisfying myself as to the accuracy of calculations in ESPlanner. I’ve grown to have complete confidence in ESPlanner, which translates into complete confidence in MaxiFi since they share the same computation engine. Congratulations on a fine product.

David Fuhrman, CFA, CFP
National Wealth Management, LLC, Florham Park, NJ

Great help. Thanks! I really like your software. I have an Excel model I've developed over the last few years but this is SO much easier.

Charles C.
Real Estate Development, Franklin, TN

MaxiFi helps answer the question that everyone asks - "Will I have enough money to live on?" It defines "live on" as discretionary spending and that is where the advisor can help the client by making sure that the non-discretionary amount is more inclusive than simple housing costs. Most of my clientele do not want glitz and glamor but want something that they can understand. This fits the bill and is a great arrow in our quiver of tools.

Morris Armstrong, EA
Armstrong Financial Strategies, Cheshire, CT

Very easy to follow and to find what I want. I like the ease of access to the information on the fly.

Nancy S.
Actress and retired from Human Services, Oceanside, CA

Congrats to Economic Security Planning on launching MaxiFiPlanner.com. I'm loving it. You folks are true pioneers, and I applaud all that you do.

Drew Boyd
Executive Director, Associate Professor of Marketing and Innovation Carl H. Lindner College of Business
Plan for a Lifetime with MaxiFi Planner